U
MMP

UBS’s Magellan Midstream Partners, L.P. MMP Stock Holding History

UBS’s Portfolio MMP Stock Details MMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$527M Buy
6,265,098
+198,839
+3% +$16.5M 0.39% 36
2014
Q2 		$510M Buy
6,066,259
+73,512
+1% +$5.76M 0.4% 29
2014
Q1 		$418M Sell
5,992,747
-195,613
-3% -$13M 0.37% 42
2013
Q4 		$392M Buy
6,188,360
+201,739
+3% +$12M 0.37% 39
2013
Q3 		$338M Sell
5,986,621
-2,508
-0% -$138K 0.35% 44
2013
Q2 		$326M Buy
+5,989,129
New +$314M 0.39% 38

Other funds holding MMP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

UBS's MMP Position: Q3 2014 in Review

UBS increased its Magellan Midstream Partners, L.P. (MMP) stake by 3.3% in Q3 2014, buying an estimated $16.5M and bringing the position to 6,265,098 shares worth $527M. The position accounts for 0.39% of the portfolio, ranked #36.

UBS first reported a position in MMP in Q2 2013 and has held it in 6 quarters since. 513 funds tracked by Wall St. Rank hold MMP as of Q3 2014.

  • UBS held 6,265,098 shares of Magellan Midstream Partners, L.P. worth $527M as of Q3 2014.
  • UBS bought 198,839 Magellan Midstream Partners, L.P. shares in Q3 2014, an estimated $16.5M.
  • Magellan Midstream Partners, L.P. made up 0.39% of UBS's portfolio in Q3 2014, its #36 holding.
  • UBS first reported a position in Magellan Midstream Partners, L.P. in Q2 2013 and has held it in 6 quarters since.
  • 513 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.